Reduce your tax bill. Protect your future.
Holistic tax planning that evolves with your income and supports your goals. For self-made entrepreneurs, contractors and consultants taking the next step toward wealth.
Get clarity on your position and next steps. No obligation, just insight.
A return reports the year.
Strategy shapes it.
Tax preparation
Looks backward. It records decisions that were already made, after the options to change them have closed.
Tax strategy
Ongoing and proactive. It is designed to reduce your tax bill before it is due, by reviewing structure, timing and opportunity while the year is still open.
You are in the right place if this sounds familiar
- You are growing your income but don’t want to pay more to the IRS.
- You’re not sure you are “doing it right” with your 1099, LLC or payroll setup.
- Taxes take too much time and pull you away from your priorities.
- You rarely hear from your CPA and struggle to get proactive answers.
- You have received surprise tax bills or notices from the IRS.
- You want to understand how the 2025 tax law (OBBBA) affects you.
You are not doing it wrong. You just haven’t had the support and strategy you deserve.
One plan for your business and your life
Our tax planning process is a full holistic analysis: entity optimization, deductions and credits, income shifting, retirement planning and asset protection.
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Proactive, holistic and built for you.
We create a tailored tax strategy that reduces your liability legally and efficiently. Not just once, but every year, with quarterly strategy sessions that keep the plan current as your business evolves.
Your entity should work for you, not against you.
From S-Corps to multi-entity real estate setups, we guide you in choosing and maintaining the structure that unlocks savings and protection.
We don’t stop at strategy.
From filing S-elections to coordinating with payroll, advisors and attorneys, we walk with you so your plan is real, not theoretical.
Keep more of what you earn for later.
Retirement planning is part of every tax plan: choosing and timing the accounts and contributions that fit your income, your business and your goals.
Protect what you are building.
Trusts and legacy protection planning, coordinated with your attorney, so what you build supports your family and your future.
Protection that fits the whole plan.
Life insurance considered alongside your taxes, retirement and estate goals, as one part of an advanced planning strategy rather than a separate sale.
Reward the people who build the business.
Executive bonus arrangements and cash balance plans that help you hold on to key people and fit the tax plan, set up alongside your payroll, your CPA and, where a plan calls for one, an actuary.
Real clients. Real strategy.
Real tax results.
$607,159+
Five-year savings for one client, a small business owner and real estate investor with commissions, short and long-term rentals, flips and new builds. Savings came from proactive tax strategy, not reduced income.
Names and identifying details changed to protect client confidentiality. Individual results vary.
“Thompson is very attentive and thorough and explains everything in depth so you have a full understanding of what is happening with your business.”
Meet your Certified Tax Specialist
Thompson Bourque, CTS™ Founder
With over 15 years in small business accounting and tax strategy, Thompson helps entrepreneurs take back control of their numbers and finally feel like someone is in their corner who sees the full picture.
- Year founded
- 2019
- Years of experience
- 15+
- Certified Tax Specialist
- CTS™
How we work together
A year-round strategy, not a once-a-year transaction. See the full process
- Days 1 to 30
Onboarding and discovery
Review prior returns, gather key information, estimate taxes and spot missed opportunities.
- Days 31 to 60
Your tax strategy plan
A personalized plan for deductions, income shifting, structure and income optimization.
- Days 61 to 90
Implementation
Execute the strategy, adjust payroll and books, issue reimbursements and file if needed.
- Every quarter
Strategy sessions
Update income, goals and projections. Stay proactive with real-time strategy.
- Every year
Filing and optimization
File with confidence, analyze year-end results and prepare next year’s strategy.
Strategy has a calendar.
It isn't April.
Every quarter you wait closes a planning window. Early action means bigger deductions, smoother cash flow and no year-end scramble.
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Quarter one, January to March
New-year kickoff
Review last year’s results, refine your plan and capture this year’s savings opportunities.
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Quarter two, April to June
Strategy session
A deep dive on entity, payroll and new deductions, then put the savings in place.
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Quarter three, July to September
Full tax plan
Multi-year projections, step-by-step implementation and ongoing guidance.
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Quarter four, October to December
Year-end review
Final adjustments and an estimated-tax check before December 31, so filing season runs smoothly.
Ready to stop overpaying and start building?
Let’s look at your numbers, answer some questions, upload your returns and book your 30-minute assessment, or send a question and we will reply by email.
- Emailcrucialbusinesssolutions@gmail.com
- Phone(704) 340‑0845
- Office hoursMonday to Friday, 9:00 AM to 3:00 PM Eastern. Calls by appointment.
- VirtualServing clients virtually across the U.S.